Smarter Supply Chain Execution on the Salesforce Platform

We implement Certinia’s Supply Chain solutions to give you complete control over procurement, inventory, and fulfillment — all from one connected system. Reduce spend, improve visibility, and keep your operations moving with fewer systems and more confidence.

Procurement, Inventory, and Fulfillment all Unified in One System

Certinia’s Supply Chain Management capabilities combine order management, inventory tracking, procurement, and vendor management into a single Salesforce-native solution. You can manage spend, enforce purchasing policies, monitor fulfillment, and track stock across warehouses — all while staying tightly connected to finance and service delivery.

At Ladd Partners, we implement Supply Chain Management with a focus on usability, automation, and scalability — so your team can operate more efficiently without duplicating data or switching tools.

How we deliver

Our Implementation Strategy Prioritizes:

One Platform, No Silos

Manage procurement, inventory, and fulfillment directly inside Salesforce — with no data gaps between systems.

Procure-to-Pay, Automated

Streamline purchase requests, approvals, vendor tracking, and invoice matching with real-time visibility.

Inventory Visibility from Anywhere

Track inbound, outbound, and internal inventory movements across multiple warehouses or business units.

Smart Order Management

Automate order creation, fulfillment, and returns with workflows that minimize errors and speed up delivery.

Spend Control at Every Step

Enforce policies to control spend with clear visibility into where every dollar goes.

Reporting That Drives Action

View real-time dashboards for vendor performance, inventory turnover, and procurement KPIs — all within Salesforce.

Supply Chain Workflows That Support Growth

We help clients replace disconnected procurement and inventory systems with a streamlined, Salesforce-native solution — built to scale, reduce spend, and improve visibility across your business.

Supply Chain FAQs

What’s included in Certinia’s Supply Chain Management solution?

It includes order management, inventory tracking, procurement workflows, vendor management, and fulfillment processes — all connected to finance, project delivery, and analytics on the Salesforce platform.

Can this replace our standalone procurement and inventory systems?

Yes. Certinia’s solution is designed to replace point solutions for purchasing, warehouse management, and order tracking — while also improving integration with finance and service delivery.

Does it support automated purchase order generation?

Absolutely. You can auto-generate purchase orders when inventory hits a threshold or based on project triggers, with approval workflows, vendor assignments, and policy enforcement built in.

How do we track inventory across multiple locations or business units?

We configure Certinia to support multi-warehouse visibility, stock transfers, internal consumption, and even multi-entity setups — all within a single view.

How does Certinia Inventory work with Field Service Truck Stock?

Certinia supply chain is used to procure and consume the inventory that the field uses. Inventory can be transferred to the Field Service Truck stock on an as-needed basis and becomes viewable to the field tech for consumption per job.

"When we brought in LADD to implement SCM with us you know that was a game changer in sense that we could actually go down to margins at this point and understand exactly where we were profitable"

– Daniel McCormick, Vice President Information Technologies

Get Full Visibility from Purchase to Fulfillment

Whether you’re replacing outdated procurement tools or scaling up your warehouse operations, we’ll help you streamline your supply chain and stay connected to your core business systems — all on Salesforce.